Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ETP (Energy Transfer Partners L.P) 3.89% 10.63% 9.41% 3.70% 5.72% NA NA
Data as of 06/03/2026, Common starting date is 06/18/2012
More Performance Analytics Comparison
Name Start Date End Date
ETP (Energy Transfer Partners L.P) 06/18/2012 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.21 10.63 9.41 3.70 5.72 NA NA 3.89 9.03 11.18 5.71 -11.03 6.08 -0.95 11.06 41.15 -15.04 28.48 -41.63 25.36 48.61 3.57
Sharpe Ratio NA 2.21 1.26 0.21 0.26 NA NA 1.69 1.18 1.56 0.32 -1.63 1.45 -0.07 2.62 1.32 -0.64 0.48 -1.12 1.14 2.74 0.36
Standard Deviation(%) NA 3.89 5.21 5.81 16.88 NA NA 4.38 5.25 4.86 6.43 7.67 4.17 16.97 3.66 30.18 24.63 58.45 37.10 22.28 17.75 18.78
Draw Down(%) NA 2.81 5.73 15.46 35.36 NA NA 2.81 5.13 2.13 7.78 14.61 1.65 26.38 1.59 20.14 35.36 40.00 51.69 14.00 9.55 6.74
Yield(%) 0.27 3.95 4.30 3.36 4.69 6.11 4.59 1.53 4.24 4.00 4.24 2.60 3.02 3.61 3.69 10.82 11.32 18.09 9.37 10.19 12.02 6.08
Data as of 06/03/2026, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETP (Energy Transfer Partners L.P) -16.18%
Nov 2014 – Nov 2017
-1.86%
Mar 2013 – Mar 2018
0.93%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ETP (Energy Transfer Partners L.P) 24.41%
Feb 2016 – Feb 2019
15.38%
Feb 2016 – Feb 2021
9.68%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return